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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,137 | $104,650-87.4% | $83,854-84.3% | $155,188-91.5% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.1%+15.9pp | 80.8%-5.8pp |
| Annual return | 19.20% | 28.97%-9.8pp | 31.39%-12.2pp | 148.84%-129.6pp |
| Employer contribution / active EE | $3,902 | $1,196+226.1% | $1,017+283.6% | $4,248-8.1% |
| Participant deferral / active EE | $4,191 | $2,367+77.0% | $2,035+105.9% | $6,531-35.8% |
| Admin fee / account holder | $2,665 | $3,518-24.3% | $3,197-16.6% | $14,480-81.6% |